Marcum LLP
Tax & Business

Family Wealth Services - Private Client Tax Services

Watch and Money

At Marcum, we treat every client, from the largest of publicly traded companies to family owned businesses to individuals, as our most important client.

Marcum has been helping individuals succeed by providing timely, proactive and effective professional services.

Our experienced tax professionals are skilled at addressing all levels of complexity with respect to the preparation of business, fiduciary and individual tax returns and related filings. We pride ourselves on delivering proactive tax planning and year-round client service.

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Related Services:     Marcum Family Office   |   Philanthropy Planning & Private Clients   |   Private Client Tax Services   |   Trusts & Estates

Scope of Services

  • Monitor and recommend practical solutions for tax planning purposes, including mulit-year tax planning.
  • Gather all relevant tax and financial information for quarterly estimates, extensions and tax returns.
  • Advise structures for business liability, tax planning and compliance purposes (i.e., limited partnerships, limited liability companies, S and C corporations, charitable entities).
  • Prepare federal, state and local income tax returns for individuals and entities.
  • Prepare required US reporting information for foreign transactions.
  • Federal and State tax audit representation.
  • Tax services for U.S. citizens abroad.
  • Planning for carried interest.
  • Charitable gift planning.
  • Executive counseling and planning, including retirement analysis, stock options and benefits.
  • Compensation planning, including deferred compensation and IRC sec. 409A considerations.
  • Advise on multistate individual taxation, including residency issues, income-sourcing and state and local tax minimization.
  • Identify tax efficient opportunities for single stock concentration and diversification issues.
  • Forensic and Litigation services.
  • Bankruptcy and Fiduciary services.
  • Provide unique approach to accounting, assurance and tax services to hedge fund managers and investment partners working together with Marcum’s Alternative Investment Group.
 

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

  VIEW TAX REFORM INSIGHTS
 
 

Related News

The San Francisco Chronicle quoted Regional Managing Partner Jeff Pera in an article about why your 2018 tax bill went up or down.


As Seen In

The San Francisco Chronicle quoted Regional Managing Partner Jeff Pera in an article about why your 2018 tax bill went up or down.

The sweeping federal tax law that took effect last year, the biggest in more than three decades, left many people shocked, angry and befuddled.

NBC Connecticut interviewed Tax Partner Michael Maksymiw, Jr. for a story about options available to taxpayers who haven’t yet filed their 2018 tax returns.


As Seen In

NBC Connecticut interviewed Tax Partner Michael Maksymiw, Jr. for a story about options available to taxpayers who haven’t yet filed their 2018 tax returns.

People who have yet to have their taxes prepared may have a tough time finding an accountant to help at this late date.

Best Company quoted Boston Office Managing Partner Douglas Farrington in an article about tax extensions.


As Seen In

Best Company quoted Boston Office Managing Partner Douglas Farrington in an article about tax extensions.

Tax Day, April 15th, is fast approaching. If you’re a procrastinator, don’t have all of your documents ready, or won’t have time to file your ....

Bloomberg News quoted Tax Leader Joseph Perry in an article about a Moody’s report that the new ceiling on the federal deduction of state and local taxes is not causing a migration of high net worth taxpayers to low tax states.


As Seen In

Bloomberg News quoted Tax Leader Joseph Perry in an article about a Moody’s report that the new ceiling on the federal deduction of state and local taxes is not causing a migration of high net worth taxpayers to low tax states.

A new limit on state and local tax deductions isn’t forcing taxpayers to leave NY, NJ and CA despite claims from some Democratic politicians that ....

CBS Evening News featured National Tax Leader Joseph Perry discussing the complexities of the 2018 tax filing season.


As Seen In

CBS Evening News featured National Tax Leader Joseph Perry discussing the complexities of the 2018 tax filing season.

Accountant Joe Perry calls this the Super Bowl for accounting firms because you have to be a pro to figure all this out.

IRS Gives Taxpayers Greater Relief from Penalties for Underpayment of Estimated Taxes


Tax Flash

IRS Gives Taxpayers Greater Relief from Penalties for Underpayment of Estimated Taxes

The IRS has issued additional relief from penalties on those taxpayers who have underpaid their 2018 income taxes.

CNBC interviewed Tax Partner Robert Spielman about last-minute tax strategies for 2018.


As Seen In

CNBC interviewed Tax Partner Robert Spielman about last-minute tax strategies for 2018.

Most of the last-minute opportunities to reduce your tax liabilities for 2018 have come and gone.

The Effect of the 2019 Tax Law on Divorce


Marital Dissolution

The Effect of the 2019 Tax Law on Divorce

The Tax Cuts and Jobs Act of 2017 modified the treatment of alimony payments.

Fiduciary Income Tax Planning Utilizing the § 645 Election


Trusts & Estates

Fiduciary Income Tax Planning Utilizing the § 645 Election

Given the possibility of having to file an income tax return for both the estate and the trust, a unique opportunity presents itself to utilize ....

Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.


As Seen In

Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.

Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.

CNBC’s Worldwide Exchange invited National Tax Leader Joseph Perry to discuss the new federal cap on the deduction of state and local taxes and its impact on residents of high-tax states.


As Seen In

CNBC’s Worldwide Exchange invited National Tax Leader Joseph Perry to discuss the new federal cap on the deduction of state and local taxes and its impact on residents of high-tax states.

Joseph Perry, National Tax Leader of Marcum, discusses the big changes individuals should be paying attention to when they do their taxes this year, and ....

MarketWatch quoted Tax & Business Services Leader Joseph Perry about the lack of IRS guidance on the new tax law, which is complicating on-time filing for individual taxpayers.


As Seen In

MarketWatch quoted Tax & Business Services Leader Joseph Perry about the lack of IRS guidance on the new tax law, which is complicating on-time filing for individual taxpayers.

Americans are still making sense of the Tax Cuts and Jobs Act, the largest tax-law reform in 30 years. The TCJA was enacted in December ....

Family Wealth Services Brochure

Family Wealth Services Brochure

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Contacts

Select the region to view contacts.

David  Appel, Senior Partner, Tax & Business
Senior Partner
Tax & Business
Miami, FL
FL

Robert L. Babek, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Los Angeles, CA
CA

Ronald  Finkelstein, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

David  First, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

Rorrie  Gregorio, Family Office Leader, Tax & Business
Family Office Leader
Tax & Business
New York, NY
NY

Kathleen  Lens, Partner, Tax & Business
Partner
Tax & Business
Philadelphia, PA
PA

 
Michele  Lipson, Partner, Tax & Business
Partner
Tax & Business
Miami, FL
FL

Carolyn  Mazzenga, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Melville, NY
NY

Jeffrey  Saltzer, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

 
 
2018 YEAR-END TAX GUIDE

The Marcum 2018 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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